Certified Personal Financial Counselor

185th Air Refueling Wing/Iowa Air National Guard
Job Description

Job Summary:  This contracted position is located at the 185th Air Refueling Wing, Sioux City Air National Guard Base.  The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning.   The majority of Service Members and their families will require counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning.  The PFCs will be responsible for:

  • Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
  • Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.
  • Teaching Service Members money management techniques to encourage them to live within their means.
  • Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.
  • Educating military families on the importance of maintaining excellent credit histories and ratings.
  • Establishing, monitoring, and protecting their credit.
  • Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.
  • Education and counseling Service Members about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
  • Assist with tax planning.
  • Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
Required qualifications:
  • A minimum of a Bachelor's degree coupled with 2+ years of experience in financial counseling or education.
  • A national certification as an Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
  • Counselors shall maintain a valid, unrestricted motor vehicle license.
  • Demonstrated experience in MS Office products (Excel, Word, PowerPoint).
  • A criminal history background check that includes a credit check, as well as an FBI fingerprint check are required to work in this program.

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